Comment 2 for bug 2066539

Revision history for this message
Lindsay Lorden (ludwigwn) wrote (last edit ):

I'm only suggesting to show the cat/subcat in two scenarios -

1. those subcats that have a budget (or 'force monitoring').

2. if a cat has a budget then that budget, to me, logically applies across all subcats below as is shown by the total the report produces (because it can't be working on the total of transactions charged to the cat with *no* subcat used, there are none in that condition) - hence the lines for these subcats should be shown.
A use case round this is you might budget $3,000 for a vacation but in the end like to know the breakdown - how much got spent on accommodation, how much on travel etc.
Currently you'd know how the cat ("Vacation") overall went according to budget, but not be able to see the $s in each subcat. You'd have to go back to a different report.

Cats with no budget, and whose subcats also have no budget, would remain in the bottom "(unbudgeted)" line as they do now.

I removed the 'force monitoring' on the Journal cat, and placed it on the subcats to eliminate those entries. Sadly, they still show in the "(unbudgeted)" line's details. ie even though the subcat $s total are zero. It must be checking that every [split-]transaction is non-zero - each -ve and the counter +ve ones which come from the one transaction's split transaction entries. Seems something amiss here in the report.
Seems I can't use Budget setting as a double check I have the "zero $s" cat/subcats accurately coded.